Steve Putzel
Client Portfolio Manager at Kovitz Investment Group Partners, LLC
About
Professional biography of Steve Putzel, Client Portfolio Manager at KOVITZ INVESTMENT GROUP PARTNERS, LLC, based on verified public sources.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kovitz | Client Portfolio Manager | May 2022 to Present | Client Portfolio & Relationship manager for both Kovitz Wealth Management and Family Offices Services, serving as a liaison between Kovitz investment team and advisors to support the continued integra... |
| Kovitz | Financial Advisor and Client Relationship Manager | May 2022 to Present | — |
| JPMorgan Chase | Managing Director | Jun 2008 to May 2022 | Developed and maintained relationships with firm founders, CEOs, Directors of Research and Heads of Trading at key accounts, while managing a team responsible for distribution of equity product offeri... |
| Bear Stearns & Co. | Senior Managing Director | Sep 1995 to Jun 2008 | Served as Co-Head of Research Sales in New York City from January 2007-March 2008, managing 20 team members who were responsible for coverage of the largest franchise in the overall equity business. ... |
Education
Indiana University Bloomington
Bachelor of Science - BS, Business - Finance
1987 — 1991
Skills & Expertise
Direct Sales
Purchasing
Key Account Management
Pricing
Marketing
Others at Kovitz Investment Group Partners, LLC (11)
| Name | Role | Location |
|---|---|---|
 | Trading Analyst | Chicago, IL , United States |
 | Principal | Chicago, IL , United States |
D Dan Murphy | Principal and Portfolio Manager, Kovitz, Madison-WI | Madison, WI , United States |
 | Principal, Portfolio Manager | Aliso Viejo, CA , United States |
J Jason Petitte | Principal, Senior Research Analyst | Chicago, IL , United States |
J Joel Hirsh | Co-Chief Investment Officer | Chicago, IL , United States |
J Jonathan Shapiro | Principal | Chicago, IL , United States |
 | Portfolio Manager | Lake Forest, IL , United States |
 | Portfolio Manager | Chicago, IL , United States |
C Christopher Quigley | Senior Research Analyst | Aliso Viejo, CA , United States |
Showing 1-10 of 11 team members